Remote Strategic CSM for SaaS Finance Platforms

OneStream; Phoenix (AZ); Remote; USD 95,000 - 123,000; Full time

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Short & Long Term Disability

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream is seeking a Customer Success Manager in a digital-first environment to guide a broad portfolio of customers through onboarding, adoption, value realization, and renewal. You will act as a strategic advisor, enabling cross-functional collaboration to maximize outcomes and retention across a growing base.

The role emphasizes data-driven insights, AI-enabled capabilities, and scalable success motions, with occasional in-person engagement and regional responsibilities in the

Qualifications

• Minimum of 5 years of professional experience.
• At least 3 years in a SaaS customer success role.
• Proven ability to manage customer outcomes and renewals.
• Strong relationship management and communication skills.
• Knowledge of finance processes or CPM is a plus.

Responsibilities

• Manage a broad portfolio of customers in a digital-first engagement model.
• Partner with Sales to ensure smooth transitions and onboarding.
• Own and drive adoption, retention, expansion, and renewal.
• Understand customer contracts and align delivery teams.

Skills

Customer success

SaaS

Relationship management

Data insights

Strategic advisory

Education

Business/Finance degree

Job description

OneStream is seeking a Customer Success Manager in a digital-first environment to guide a broad portfolio of customers through onboarding, adoption, value realization, and renewal. You will act as a strategic advisor, enabling cross-functional collaboration to maximize outcomes and retention across a growing base.

The role emphasizes data-driven insights, AI-enabled capabilities, and scalable success motions, with occasional in-person engagement and regional responsibilities in the